ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $227,000 | -6.6% | 1,622 | -33.6% | 0.01% | -50.0% |
| Q4 2019 | $243,000 | +13.0% | 2,444 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $215,000 | -5.7% | 2,444 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $228,000 | -2.6% | 2,444 | -3.1% | 0.01% | -9.1% |
| Q1 2019 | $234,000 | +12.0% | 2,523 | -0.3% | 0.01% | 0.0% |
| Q4 2018 | $209,000 | -25.6% | 2,531 | -4.3% | 0.01% | -15.4% |
| Q3 2018 | $281,000 | +0.7% | 2,645 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $279,000 | +18.2% | 2,645 | +7.9% | 0.01% | +20.0% |
| Q1 2018 | $236,000 | +661.3% | 2,452 | +652.1% | 0.01% | +900.0% |
| Q4 2017 | $31,000 | – | 326 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |